Matthew Jenkins is a CFA, CFP-designated registered investment advisor at Noble Hill Planning LLC, based in Richmond, VA, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 19 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Noble Hill Planning charges an initial setup fee between $200 and $5,000. In addition, clients pay a flat quarterly retainer fee between $1,000 and $5,000, which translates to $4,000 to $20,000 per year. This retainer fee covers both investment management and ongoing financial planning services. Fees are negotiable in limited circumstances.
Contact
Matthew Jenkins
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Noble Hill Planning LLC
Previous Registrations
A. N. Culbertson & Company, INC.
State Registrations1 state
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